
Taiwan Semiconductor Manufacturing Co. (TSMC) CEO C.C. Wei has said that it’s moving up its 2nm production plans in Arizona due to continued strong AI demand from its American customers. He also mentioned that the company is close to acquiring another massive property close to its latest fab in the U.S., hinting at a possible further expansion outside of its current $165 billion commitment, according to Nikkei Asia.
“We are preparing to upgrade our technologies faster to N2 and more advanced processes in Arizona, given the strong AI-related demand from our customers,” Wei said during a company earnings call. He also commented on the land acquisition, “Our plan will enable TSMC to scale up to an independent Gigafab cluster in Arizona to support the needs of our leading-edge customers in smartphone, AI, and HPC applications.”